Total Net Worth
Snapshot for June 2025
Your up-to-date financial position.
Assets
Liabilities
Liquid Net Worth
Liquid assets minus current liabilities
Liquid Assets
Current Liabilities
Net Worth Target
Target: $2,000,000
Progress towards your target
Net Worth Over Time
Historical performance and AI-driven projection.
Asset Allocation
A breakdown of your assets by category.
Financial Goals
Track your progress towards your goals.
Retirement Fund$250,000 / $1,000,000
On track to retire by 65.
House Down Payment$120,000 / $150,000
Almost there!
New Car$15,000 / $40,000
Saving up for a new EV.
AI-Driven Insights
Get personalized investment suggestions based on your profile.
Financial Calculators
Interactive tools for financial planning.
Monthly Payment
$1,896.20
Total Payment: $682,633
Total Interest: $382,633